Principle Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Principle Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Sell	2,171 -371	-15%	-$37.1K	0.01%	361
2025 Q4	$245K	Buy	2,542 +2	+0.1%	+$192	0.01%	342
2025 Q3	$245K	Sell	2,540 -320	-11%	-$30.3K	0.01%	333
2025 Q2	$263K	Buy	+2,860	New	+$247K	0.02%	328
2020 Q3	–	Sell	-595	Closed	-$32K	–	296
2020 Q2	$32K	Buy	+595	New	+$29.8K	0.01%	320

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principle Wealth Partners's IWR Position: Q1 2026 in Review

Principle Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2026, selling an estimated $37.1K and leaving 2,171 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #361.

Principle Wealth Partners first reported a position in IWR in Q2 2020 and has held it in 5 quarters since. The position peaked at $263K in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Principle Wealth Partners held 2,171 shares of iShares Russell Mid-Cap ETF worth $211K as of Q1 2026.
Principle Wealth Partners sold 371 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $37.1K.
iShares Russell Mid-Cap ETF made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #361 holding.
Principle Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 5 quarters since.
Principle Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $263K in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.